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Upturn AI SWOT - About
Vanguard Real Estate Index Fund ETF Shares (VNQ)
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Upturn Advisory Summary
04/01/2025: VNQ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -7.56% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3356954 | Beta 1.16 | 52 Weeks Range 75.16 - 97.25 | Updated Date 04/2/2025 |
52 Weeks Range 75.16 - 97.25 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Real Estate Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Real Estate Index Fund ETF Shares (VNQ) seeks to track the performance of a benchmark index that measures the investment return of real estate investment trusts (REITs). It offers investors exposure to a diversified portfolio of publicly traded REITs, focusing on a specific sector of the equity market.
Reputation and Reliability
Vanguard is a well-regarded, reputable, and reliable issuer with a long history of offering low-cost index funds and ETFs.
Management Expertise
Vanguard has a strong team of investment professionals with significant experience in managing index funds and ETFs.
Investment Objective
Goal
The primary investment goal of VNQ is to track the performance of a benchmark index that measures the investment return of real estate investment trusts (REITs).
Investment Approach and Strategy
Strategy: VNQ aims to track the MSCI US Investable Market Real Estate 25/50 Index, a benchmark of U.S. REITs.
Composition VNQ holds a diversified portfolio of stocks of REITs, focusing on various real estate sectors.
Market Position
Market Share: VNQ has a significant market share in the real estate ETF sector.
Total Net Assets (AUM): 43500000000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares U.S. Real Estate ETF (IYR)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The real estate ETF market is competitive, with several large players. VNQ benefits from Vanguard's reputation for low costs and passive investing. However, competitors may offer slightly different index tracking or sector focuses. VNQ's sheer size gives it economies of scale, but competitors might focus on niche areas.
Financial Performance
Historical Performance: VNQ's historical performance mirrors that of the REIT market. Returns are highly sensitive to interest rate changes and economic cycles. Historical data is available from Vanguard's website.
Benchmark Comparison: VNQ's performance closely tracks the MSCI US Investable Market Real Estate 25/50 Index. Differences may arise due to tracking error and fund expenses.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
VNQ is highly liquid, characterized by a very high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VNQ is typically very tight, indicating high liquidity and low trading costs.
Market Dynamics
Market Environment Factors
VNQ is influenced by interest rates, economic growth, inflation, and real estate market conditions. Changes in these factors can significantly impact REIT valuations and performance.
Growth Trajectory
VNQ's growth depends on the overall expansion and performance of the REIT market. Adjustments to the underlying index and fund holdings are minimal.
Moat and Competitive Advantages
Competitive Edge
VNQ's primary competitive advantage is its low expense ratio. It also benefits from Vanguard's strong brand reputation and large asset base. This allows it to offer a cost-effective way for investors to gain exposure to the broad REIT market. The fund's size and liquidity make it attractive to institutional investors.
Risk Analysis
Volatility
VNQ's volatility is comparable to that of the broader equity market, but it can be more sensitive to interest rate changes.
Market Risk
VNQ is subject to market risk associated with real estate investments, including declines in property values and changes in rental income.
Investor Profile
Ideal Investor Profile
The ideal investor for VNQ is someone seeking exposure to the real estate sector for diversification or income purposes.
Market Risk
VNQ is suitable for long-term investors, passive index followers, and those seeking a core holding in real estate.
Summary
VNQ is a well-established ETF that provides broad exposure to the U.S. REIT market at a low cost. It is suitable for long-term investors seeking diversification and potential income from real estate. The fund is highly liquid and efficiently tracks its benchmark index. Its performance is closely tied to interest rates and overall economic conditions.
Similar Companies
IYR
iShares U.S. Real Estate ETF
IYR
iShares U.S. Real Estate ETF
RWR
SPDR® Dow Jones REIT ETF
RWR
SPDR® Dow Jones REIT ETF
SCHH
Schwab U.S. REIT ETF
SCHH
Schwab U.S. REIT ETF
XLRE
The Real Estate Select Sector SPDR Fund
XLRE
The Real Estate Select Sector SPDR Fund
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Real Estate Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
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